Creating a Jewish legacy involves a gift, but it starts with your vision. Think first about what is most important to you.
What charitable organizations have you supported, and why? Which organizations would you like to continue supporting past your lifetime?
What are the causes that you are most passionate about, and why? Which ones would you like to continue supporting past your lifetime?
What kind of world would you like your family and future generations to live in? How could you help to make that vision closer to reality through your legacy gift?
You don’t have to have figured out your legacy gift right away. But when you’ve made the commitment to set aside a part of your estate for the benefit of the community, you’ve made the most important step.
You can meet with us to discuss what you want your legacy to be. By signing to a Letter of Intent (LOI), you will join others in our community who are making this special commitment. While we want to recognize and celebrate you as an example for others, if you wish to remain anonymous, we will honor that choice.
There are many different ways to leave your own legacy. Some can be completed without the help of an advisor, although you are always encouraged to consult a professional to insure that your charitable plans are consistent with your plans for other loved ones.
There are many ways to make a legacy gift, including:
• A simple charitable bequest
• Life insurance policy
• An IRA or pension plan
• A charitable gift annuity
• A charitable remainder trust
Everyone has a unique family and financial situation. Your legacy gift of any size can be designed to match your personal circumstances. Learn more about Giving Options and Sample Bequest Language.